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PEXA logo PEXALegal and conveyancing software

AI automation inside PEXA.

Keep PEXA. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Smokeball logoSmokeballOutlook logoOutlookInfoTrack logoInfoTrackActionstep logoActionstepClio logoClioLawMaster logoLawMaster
Product in action

One email in. Filed, tasked and answered.

AI automation for PEXA means reviewed AI agents working inside PEXA: filing documents to the right client, raising the task and drafting the reply. It works through PEXA's own Workspace, PEXA Key and PEXA Projects. Your data stays in PEXA.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through PEXA and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Workspace milestone summaries for client updates✓
Outstanding action chasing with party-by-party context✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
PEXADone
OutlookDone
InfoTrackConnected
SympliConnected
ActionstepConnected
GlobalXConnected
Explore connected software
First workflows

First workflows worth automating in PEXA.

Each one has a trigger inside PEXA, a reviewed AI step, and a person on the approval.

  • 01 Workspace milestone summaries for client updates
  • 02 Outstanding action chasing with party-by-party context
  • 03 Settlement readiness reports for the matter team
  • 04 Discrepancy flags between matter file and PEXA workspace
  • 05 Post-settlement client wrap email drafts
Product-specific AI

AI workflows that speak PEXA's language.

AI agents create a PEXA Workspace from the matter, invite the other practitioner and incoming mortgagee, and build the Financial Settlement Schedule with Destination Financial Line Items for stamp duty, payout and vendor funds. Agents progress Workspace statuses, run Rapid Refinance shortcuts where eligible, and notify the client via PEXA Key when settlement moves to disbursed - removing the morning-of-settlement scramble.

By the numbers. PEXA processed nearly 722,000 settlements in FY25 (~$726.6B value) with around 99% market share of digital lodgement in Australia.

PEXA modules we work inside
WorkspacePEXA KeyPEXA ProjectsRapid RefinanceFinancial Settlement ScheduleDestination Financial Line Items
Other PEXA specialists in Australia
  • Smokeball and Actionstep (PEXA-integrated PMS)
  • Dye & Durham Settlement Room and GlobalX Matter Centre (PEXA-integrated conveyancing workflows)

We are the AI layer on top of what they set up, not another PEXA implementer.

Often paired with

Software we build PEXA workflows alongside.

InfoTrack logoInfoTrack AI automationSympli logoSympli AI automationActionstep logoActionstep AI automationGlobalX logoGlobalX AI automation
Where to next

PEXA sits at the centre of legal and conveyancing teams.

Industry

AI automation for law firms and conveyancers

The full legal and conveyancing stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

PEXA AI automation, answered.

Can AI handle workspace milestone summaries for client updates in PEXA?
Potentially. We first confirm what PEXA can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with PEXA features like Workspace and PEXA Key?
The workflow can be designed around Workspace, PEXA Key, PEXA Projects, Rapid Refinance, but a product description alone does not prove direct access. We first confirm what your PEXA setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, PEXA processed nearly 722,000 settlements in FY25 (~$726.6B value) with around 99% market share of digital lodgement in Australia.
Can Horizon AI integrate with PEXA?
Potentially. We first confirm the supported access available in your PEXA setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace PEXA?
No. PEXA remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which legal and conveyancing workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside PEXA.

Tell us the PEXA job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.